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Analysis

Kenneth Orchard

25 February 2020 • By Kenneth Orchard • 1 min read

Asian local and high-yield bonds look attractive beyond coronavirus volatility

The outbreak of the COVID-19 has up-ended financial market forecasts for 2020. Although there is little doubt that global growth will be adversely aff...

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Kenneth Orchard

What’s on the horizon for the 2020s?

The Australian equity market has underperformed the US share market over the past decade, with our big miners and banks capping returns compared to th...

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Kenneth Orchard

Broaden your income with emerging markets debt

Institutional investors have been gravitating to emerging markets debt given relatively attractive yields while interest rates have plummeted on domes...

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Kenneth Orchard

Asset allocation in turbulent times

Australian investors are currently facing a conundrum when it comes to their asset allocation. With low rates and persistent low growth, finding relia...

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Kenneth Orchard

Microsoft’s structural advantage continues to grow stronger

Finding attractive value in one of the world’s biggest companies might seem odd for a pragmatic value investor and to many Microsoft may seem expens...

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Kenneth Orchard

Coronavirus – finding opportunities in testing times

The developing coronavirus in China has become more than a cause for concern for many reasons, despite the market recovery in Asia. According to of...

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Kenneth Orchard

Opportunity knocks with Chinese shares

The new coronavirus has spooked governments and markets. People are taking various measures to protect themselves both personally from the deadly viru...

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Kenneth Orchard

Strategic asset allocation: ESG’s new frontier

Many investors use a strategic asset allocation (SAA) process to shape their portfolios over the long term. What place should environmental, social an...

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Kenneth Orchard

Core infrastructure: The better infrastructure investment

Infrastructure investments have become one of the most sought-after asset classes in recent years. In a world of low and even negative interest rates,...

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Kenneth Orchard

A better kind of passive equities for super funds

Flows to passive and “smart beta” equity approaches are on the rise, due partly to the pressure for super funds to reduce fees and partly to the �...

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